SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Port Capital LLC
Chicago, IL
CRD 206517
Firm filing updated February 19, 2026 ·
- $2.9BAssets
- 5Advisory staff
- 483Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals424
- Corporations or other businesses22
- Charities16
- Pension and profit sharing plans15
- Pooled vehicles5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 424 | $983.8 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $102.7 million |
| Charitable organizations | 16 | $98.1 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 22 | $341.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.9 billion
- Accounts483
- Discretionary$2.7 billion · 459 accounts
- Non-discretionary$136.3 million · 24 accounts
People
- Employees13
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 206517, SEC file 801-96218.
- Registered with the SEC as an investment advisor (status date on record: May 6, 2015).
Is Port Capital LLC a fiduciary?
Short answer: Port Capital LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.